In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa’s new fiat tokenization platform on Ethereum. Plus, don’t miss details on the upcoming Kain vs. David fight at Permissionless!
TIMESTAMPS & RESOURCES
00:00 War And Crypto
https://x.com/PeterKwoba2/status/1841177421179183405
https://x.com/lexfridman/status/1841253627190517785
https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/
https://x.com/legendarygainz_/status/1840733999930413127
https://x.com/VitalikButerin/status/1840944416997195974
08:00 Markets
https://pro.kraken.com/app/trade/btc-usd
https://farside.co.uk/btc/
https://x.com/NateGeraci/status/1840036803404800018
https://www.coingecko.com/en/global-charts
11:36 L2 Update
https://l2beat.com/scaling/summary
https://www.growthepie.xyz/chains/ethereum
https://www.coingecko.com/
17:08 Rate Cuts
https://x.com/Cointelegraph/status/1840819209879896455
19:27 Tornado Cash Updates
https://x.com/BanklessHQ/status/1839408070524547246
https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial
https://x.com/jchervinsky/status/1839478184808460325
https://juicebox.money/@defend-roman-storm
28:50 Ripple ETF?
https://x.com/BitwiseInvest/status/1841464422557954168
https://x.com/NateGeraci/status/18412784213655720187
https://x.com/EleanorTerrett/status/1841586154258285021
31:39 SEC Director Updates
https://x.com/SECGov/status/1841548406029754524
https://x.com/GOPMajorityWhip/status/1841560880955158916
https://x.com/jchervinsky/status/1841572472195305651
33:09 Visa Launch On Ethereum
https://blockworks.co/news/visa-to-help-banks-test-tokenized-assets-smart-contracts
34:42 Vitalik On Alignment
https://vitalik.eth.limo/general/2024/09/28/alignment.html
https://x.com/RyanSAdams/status/1840026201999495332
37:20 Pectra Upgrade
https://www.youtube.com/live/PWhn8KdgCl8?si=2dyOikXU9ja7lbji&t=2762
https://github.com/ethereum/pm/issues/1153#issuecomment-2377002932
41:44 Coinbase’s New Exec
https://x.com/jessepollak/status/1840929040854892966?s=46
42:26 Polymarket
https://x.com/shayne_coplan/status/1840033666723938669?s=46
43:13 The gm Heard Round The World
https://x.com/cz_binance/status/1839861237850497271?s=46
43:38 North Korea
https://x.com/skesslr/status/1841421864779833494
48:47 Fight Prep
https://x.com/TrustlessState/status/1841094626108748128
https://x.com/kaiynne/status/1841642359378829411
https://polymarket.com/event/hoffman-vs-warwick?tid=1727184262347
If you don’t have your tickets yet, Bankless has something for you!
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with the link in the show notes
https://bankless.cc/PermissionlessDiscount
If you do have tickets and you are a Bankless citizen, don’t forget to sign up for the Bankless Meetup!
https://lu.ma/yj5pdeqe
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures